Customer Portal¶
The customer portal gives your customers a logged-in page where they can pay, save a payment method and manage their own installment plans and subscriptions, without contacting your team.
| Page | What it covers |
|---|---|
| Set up the portal | Adding the ChargeOn components to an Experience Cloud site |
| What customers can do | The self-service actions available to your customers |
Build your portal with ChargeOn components
Add ChargeOn’s payment, saved-method and subscription components to your Experience Cloud site. Set up the portal covers the site prerequisites and placement.
Customers manage their own records through the portal. See What customers can do for the available actions.
Payment Methods in the Portal¶
Customers can change a subscription’s saved payment method where its gateway supports the change. Some gateways also provide their own secure card registration form in the portal. See what customers can do for the full, current list.